Lee Capital Holdings’s Palo Alto Networks PANW Stock Holding History

Lee Capital Holdings’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,000	Closed	-$349K	–	25
2022 Q4	$349K	Buy	+5,000	New	+$401K	0.53%	31
2022 Q3	–	Sell	-18,000	Closed	-$1.48M	–	53
2022 Q2	$1.48M	Buy	18,000 +3,000	+20%	+$266K	1.16%	29
2022 Q1	$1.56M	Buy	+15,000	New	+$1.34M	0.87%	35

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee Capital Holdings's PANW Position: Q1 2023 in Review

Lee Capital Holdings sold out of Palo Alto Networks (PANW) in Q1 2023, closing a stake of 5,000 shares — an estimated $349K sold.

Lee Capital Holdings first reported a position in PANW in Q1 2022 and held it in 3 quarters. The position peaked at $1.56M in Q1 2022. 1,471 funds tracked by Wall St. Rank hold PANW as of Q1 2023.

Lee Capital Holdings reported no remaining Palo Alto Networks position as of Q1 2023 after selling out during the quarter.
Lee Capital Holdings sold 5,000 Palo Alto Networks shares in Q1 2023, an estimated $349K.
Lee Capital Holdings first reported a position in Palo Alto Networks in Q1 2022 and held it in 3 quarters.
Lee Capital Holdings's Palo Alto Networks position peaked at $1.56M in Q1 2022.
1,471 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2023.

Based on Lee Capital Holdings's 13F filing for Q1 2023.